FINANCIAL
With a financial plan, you are 3x more likely to achieve your goals.
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Term Life Insurance
Whole Life Insurance
Turn your savings into a reliable income stream with annuities, ideal for retirees or anyone seeking financial stability. Annuities offer consistent, dependable income, shielding you from market volatility and ensuring you can plan effectively for the future.
3.0%
Minimum Guaranteed Rate YoY
Guaranteed Income
Tax-Deferred
Retirement planning does not have to be complicated. Individual Retirement Accounts (IRAs) offer a simple, effective way to grow your retirement savings while enjoying tax benefits.
Tax Advantages
Reliable Retirement Plan
Choose the Right IRA for You
Take your first step toward funding your children’s education with our Education Savings Accounts (ESAs). Our plans offer tax benefits and flexible contributions, allowing them to grow as they evolve.
4.0%
Growth Rate YoY
Boost Savings
Flexibility
Tax-Deferred
Financial FAQs
If you still can’t find what you’re looking for, speak with an advisor for personalized guidance.
Speak with an Advisor
California
Cerritos, CA
Sales Agent
Manuel Madruga Da Silva
Phone
Chino, CA
Sales Agent
Gerard Batista
Phone
Danville, CA
Sales Agent
Bernice D Pelicas
Phone
Escalon, CA
Sales Agent
Richard Sousa
Phone
Fort Bragg, CA
Sales Agent
Maria E George
Phone
Gustine, CA
Sales Agent
Lori A Costa
Phone
Lodi, CA
Sales Agent
Nuno R Silveira
Phone
Marina, CA
Sales Agent
Mary Jo Rodrigues
Phone
Modesto, CA
Sales Agent
Brian T Martins
Phone
Modesto, CA
Sales Agent
Christina B C Cross
Phone
Oakland, CA
Sales Agent
Carlos P De Melo
Phone
Ontario, CA
Sales Agent
Abel C Dutra
Phone
Pomona, CA
Sales Agent
Jose M Soares
Phone
Pomona, CA
Sales Agent
Jose M Soares
Phone
San Jose, CA
Sales Agent
Francisco A Estrela
Phone
San Jose, CA
Sales Agent
Bernadette Silva
Phone
San Jose, CA
Sales Agent
Varia Paz Bentencor
Phone
Santa Clara, CA
Sales Agent
Daniel J Sequeira
Phone
Santa Clara, CA
Sales Agent
Jacob Colon
Phone
Spring Valley, CA
Sales Agent
Luis C Silva
Phone
Stockton, CA
Sales Agent
Mariel Fedri
Phone
Tracy, CA
Sales Agent
Christina M S Gomes
Phone
Tulare, CA
Sales Agent
Marydonna A Mattos
Phone
Turlock, CA
Sales Agent
John L Parreira
Phone
Massachusetts
Hudson, MA
Sales Agent
Estrela Paulino
Phone
Lowell, MA
Sales Agent
Isabella K Marongio
Phone
Somerville, MA
Sales Agent
Antonio N G Barbosa
Phone
New Jersey
Newark, NJ
Sales Agent
Geraldo C DeSouza
Phone
Raritan, NJ
Sales Agent
James J Donnelly
Phone
Manuel A. Vieira
Financial President
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Their leadership is defined by a commitment to innovation, ethical practices, and fostering strong relationships—ensuring the company not only thrives but also positively impacts the communities it serves.
Their leadership is defined by a commitment to innovation, ethical practices, and fostering strong relationships—ensuring the company not only thrives but also positively impacts the communities it serves.
Their leadership is defined by a commitment to innovation, ethical practices, and fostering strong relationships—ensuring the company not only thrives but also positively impacts the communities it serves.
Tony Sozinho
Financial Chairman
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
John Perdigão
Financial Vice-Chairman
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Elizabeth Motta
Financial Director
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Maritana Guadalupe
Financial Director
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Dan Rocha
Financial Director
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Tina Medeiros
Financial Director
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Judy Mottini
Financial Director
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
Mina Da Cunha
Financial Director
Our leader brings a unique blend of expertise, strategic vision, and unwavering integrity to the company. With years of experience in the financial industry, they steer the organization toward sustainable growth, prioritizing client success and long-term financial security.
